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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

User management: Bulk import or edit users

Import or update multiple users at once using the User Management CSV template.
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The
User Management
 section lets System Admins add and remove users, as well as give them unique permissions to access the system.
note
Access to Account Management is only available to System Admins or users with predefined permissions enabled in User Management.
Go to the
Account Management
 section to locate
User Management
.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens.
Bulk Import Users
Download template
:
  1. Select
    User Management
    .
  2. Select
    Download Template
    .
Complete Template
:
Open and fill in the CSV template. Ensure the following conditions are met. A CSV with a sample entry is attached at the bottom of this article.
Make sure that data is placed in the proper column.
  • Make sure that cells with numbers are formatted as text before you enter data. This prevents Excel from inadvertently truncating numbers.
  • Don’t add or delete any columns in the provided CSV template (even if a column is empty).
  • Don’t have text in any cells other than the columns provided.
  • Don’t change the names of any headers in the CSV template.
  • The
    Office Location
     field should only contain a single number as shown in your
    My Company
     settings.
  • The
    User Group
     field should contain the
    User Group
     name as it appears in the
    User Groups
     section.
  • When adding multiple permissions, separate entries with a vertical bar (|).
  • Ext
    ,
    Fax
    ,
    Country Code
    , and
    Mobile Number
     fields should contain numbers only, with no additional symbols or formatting.
  • The PTIN field should be formatted as follows:
    P12345678
  • The
    Inactive ERO
     field should contain yes or no.
  • Required fields:
    • First Name
    • Last Name
    • Email
    • Office Location
    • User Group
  • After saving the CSV file, don’t reopen it before uploading it to SafeSend.
Upload Template
:
  1. Select the
    Import CSV
     button.
  2. Select a file to upload from your file browser.
  3. Select
    Open
    .
  4. Review the pop-up notification. An email is delivered to you once the upload is complete.
If the upload was successful, the email shows “Successful Updates to User Management”. If the upload was not successful, the email shows “Failed to Update User Management” with a CSV file attached. That CSV file outlines what errors occurred.
Bulk edit users
Users can be edited in bulk by importing an updated CSV template. If an existing user is found with the same email address, the new information replaces their existing data.
Export User List
:
You can use your current user list as a reference when filling out the import CSV template. This exported list should not be edited and uploaded. Any relevant information can be copied and pasted into the import CSV template.
This report also shows the Last Login data for each user.
  1. Select
    User Management
    .
  2. Select the
    Export to Excel
     button.
Complete CSV Template
:
Open and fill in the CSV template. Ensure the following conditions are met. A CSV with a sample entry is attached at the bottom of this article. You can copy/paste user names and email addresses from your exported user list into the template.
  • Make sure that data is placed in the proper column.
  • Make sure that cells with numbers are formatted as text before you enter data. This prevents Excel from inadvertently truncating numbers.
  • Don’t add or delete any columns in the provided CSV template (even if a column is empty).
  • Don’t have text in any cells other than the columns provided.
  • Don’t change the names of any headers in the CSV template.
  • The
    Office Location
     field should only contain numbers as shown in your
    My Company
     settings.
    tip
    Use the variable “all” to assign a user to all office locations.
  • The
    User Group
     field should contain the
    User Group
     name as it appears in the
    User Groups
     section.
  • When adding multiple permissions, separate entries with a vertical bar (|).
  • Ext
    ,
    Fax
    ,
    Country Code
    , and
    Mobile Number
     fields should contain numbers only, with no additional symbols or formatting.
  • The
    PTIN
     field should be formatted as follows:
    P12345678
    .
  • The
    Inactive ERO
     field should contain yes or no.
  • Required fields:
    • First Name
    • Last Name
    • Email
    • Office Location
    • User Group
  • After saving the CSV file, don’t reopen it before uploading it to SafeSend.
Upload Template
  1. Select the
    Import CSV
     button.
  2. Select a file to upload from your file browser.
  3. Select
    Open
    .
  4. Review the pop-up notification. An email is delivered to you once the upload is complete.
If the upload was successful, the email shows “Successful Updates to User Management”. If the upload was not successful, the email shows “Failed to Update User Management” with a CSV file attached. That CSV file outlines what errors occurred.

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